Highlights

Joseph brings over 20 years experience in the financial service and retirement plan industry, including call center and operations management, client service, and relationship management supporting financial intermediaries and Retirement Plan Sponsors.

Specialties

Service and Operational Model Development, Client Experience, Workflow Management, Product Definition and Management, Client Engagement and Support, Retirement Plan Administration, Transfer Agency Operations, Process Improvement

Relevant Experience

  • Joseph continues to support several early adopters of state-mandated IRA programs with operating model design support, meeting the unique needs and constraints presented by each. He is also actively developing business cases for providers interested in potentially supporting these new programs
  • Joseph has worked extensively with large plan providers to refine their product and service offerings, design desired customer experiences and develop the service and operating models to bring that experience to life
  • He has supported organizational transformation initiatives and the development of corporate strategies for providers in the $0 – $250M plan space and informed the product design for a provider seeking to move into the $1M-$50M plan space
  • He has performed due diligence reviews and fit assessments of emerging technology solutions and record keeping platforms for DC plan providers
  • He advised emerging technology and record keeping providers on strategic positioning of solutions by defining relevant end-users and their needs through user personas and built custom reports to demonstrate the power of the solutions in a manner that would resonate with the target audiences
  • Prior to BridgePoint, he has managed the plan administration and plan sponsor relationships for clients ranging from $20M to $25B in plan assets

Prior Positions Held

  • Plan Manager, Mega Plan Market – ING
  • Senior Officer, Client Relationship and Operations – Citistreet
  • Senior Administrator, Defined Contribution Plan Administration – Putnam Investments
  • Manager, Financial Advisors Division, Premiere Client Services – Putnam Investments
  • Supervisor, Broker Operations and Quality Enhancement Support Team – Putnam Investments

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